Investment Q&A

• Amazon.com Inc. (AMZN $219.78)
  • $219.78 P/E (TTM): 33.85X Cap: $2.32T
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• Meta Platforms Inc. (META $741.46)
  • $741.46 P/E (TTM): 26.61X Cap: $1.84T
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• Alphabet Inc. (GOOG $254.25)
  • $254.25 P/E (TTM): 26.8X Cap: $3.04T
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• Microsoft Corporation (MSFT $521.61)
  • $521.61 P/E (TTM): 37.95X Cap: $3.86T
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• NVIDIA Corporation (NVDA $180.99)
  • $180.99 P/E (TTM): 51.61X Cap: $4.38T
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• Oracle Corporation (ORCL $277.20)
  • $277.20 P/E (TTM): 63.69X Cap: $774.82B
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• Constellation Software Inc. (CSU $3,665.81)
  • $3,665.81 P/E (TTM): 89.67X Cap: $78.19B
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• Vitalhub Corp. (VHI $10.47)
  • $10.47 P/E (TTM): 119.65X Cap: $578M
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• Super Micro Computer Inc. (SMCI $49.20)
  • $49.20 P/E (TTM): 32.63X Cap: $31.19B
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• Brookfield Corporation Class A Limited Voting Shares (BN $62.72)
  • $62.72 P/E (TTM): 105.05X Cap: $141.36B
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• Lumine Group Inc. (LMN $35.89)
  • $35.89 P/E (TTM): 136.32X Cap: $9.31B
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Q: hi 5i, these stocks are in my cash account , I need to sale 2 or 3 of them to raise some cash. I'm happy with all of them. but unfortunately have to sale. I'm thinking I could let go SMCI (since I have NVDA), VHI, and META. Or trim a bit of each. Your opinion please! thanks

Upvote 6

Read Answer Asked by Fernando on May 01, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $140.18)
  • $140.18 P/E (TTM): 20.68X Cap: $1.63B
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Q: Hi

Could the big drop in India have anything to do with Mr. Trudeau?

Thank you

Mike

Upvote 7

Read Answer Asked by Mike on May 01, 2024

• Nextracker Inc. (NXT $88.94)
  • $88.94 P/E (TTM): 24.44X Cap: $12.95B
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Q: Hi,
I was looking at NXT on KoyFin and noticed a reported increase in the number of shares from ~42M in Feb. '23 to ~137M in Feb. 2024. Do you know why the share count increased so much and do you think it is affecting the recent decline in the share price. I realize that the market is not that great lately and is a major factor for any stock price right now.
Thank you. Michael

Upvote 2

Read Answer Asked by Michael on May 01, 2024

• Eaton Corporation PLC (ETN $367.33)
  • $367.33 P/E (TTM): 37.57X Cap: $140.38B
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Q: Can I please have your take On Eaton's recently annouced earnings. I own the stock. Would you recommend hanging on? Your comments would be appreciated. Thank You.

Upvote 4

Read Answer Asked by Brian on May 01, 2024

• Trane Technologies plc (TT $408.95)
  • $408.95 P/E (TTM): 33.67X Cap: $90.89B
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Q: Good morning, interested in your take on earnings and Outlook going forward Tia Mike

Upvote 4

Read Answer Asked by michael on May 01, 2024

• Imperial Oil Limited (IMO $126.56)
  • $126.56 P/E (TTM): 13.17X Cap: $62.72B
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• Canadian Natural Resources Limited (CNQ $43.74)
  • $43.74 P/E (TTM): 10.64X Cap: $88.66B
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• TC Energy Corporation (TRP $71.85)
  • $71.85 P/E (TTM): 17.65X Cap: $75.34B
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• Cenovus Energy Inc. (CVE $24.34)
  • $24.34 P/E (TTM): 16.42X Cap: $42.76B
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• Pembina Pipeline Corporation (PPL $53.43)
  • $53.43 P/E (TTM): 17.91X Cap: $31.10B
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• Veren Inc. (VRN $9.14)
  • $9.14 P/E (TTM): 19.56X Cap: $5.63B
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• MEG Energy Corp. (MEG $29.54)
  • $29.54 P/E (TTM): 6.49X Cap: $7.39B
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• Parkland Corporation (PKI $40.15)
  • $40.15 P/E (TTM): 23.49X Cap: $6.98B
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• Enerplus Corporation (ERF $26.78)
  • $26.78 P/E (TTM): 10.81X Cap: $5.44B
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Q: Which 3 Canada Energy stocks (besides SU and ENB) do you currently favour for a 5-10+ year hold?

Please feel free to suggest a company not present in the stock list.

Upvote 8

Read Answer Asked by David on May 01, 2024

• Restaurant Brands International Inc. (QSR $67.26)
  • $67.26 P/E (TTM): 25.56X Cap: $30.77B
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• Boyd Group Services Inc. (BYD $211.81)
  • $211.81 P/E (TTM): 409.16X Cap: $4.61B
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Q: Any idea why these 2 are up on such a down day?

Sheldon

Upvote 3

Read Answer Asked by Sheldon on May 01, 2024

• Lithium Americas Corp. (LAC $9.27)
  • $9.27 Cap: $2.25B
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Q: Would you be a buyer of LAC now?

THanks

Upvote 2

Read Answer Asked by sean on May 01, 2024

• Amazon.com Inc. (AMZN $219.78)
  • $219.78 P/E (TTM): 33.85X Cap: $2.32T
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Q: Thoughts on Amazon's quarter?

Upvote 7

Read Answer Asked by Joe on May 01, 2024

• Reliance Inc. (RS $260.98)
  • $260.98 P/E (TTM): 20.16X Cap: $14.42B
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Q: I have a question about Reliance

Upvote 1

Read Answer Asked by George on May 01, 2024

• Lumine Group Inc. (LMN $35.89)
  • $35.89 P/E (TTM): 136.32X Cap: $9.31B
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Q: Hi, When is Lumine expected to report earnings and what are street estimates ? Thank You

Upvote 7

Read Answer Asked by rajeev on May 01, 2024

• Lockheed Martin Corporation (LMT $490.01)
  • $490.01 P/E (TTM): 27.48X Cap: $112.72B
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• Raytheon Company (RTN $116.96)
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Q: Just looking for an opinion on this little company. With what we have seen around the world with this type of tech does this company have a chance of being a big player like RTN or LMT which I am sure have offerings in this space.

https://redcat.red/solutions/teal-drones/

Upvote 2

Read Answer Asked by Kolbi on April 30, 2024

Q: Good Morning,

Do you know where I can find a list of Canadian companies that have not cut their dividends based on consecutive years? I’m already aware of the Canadian dividend all-star list (Cdn dividend growers). What I want is to expand my list of Canadian dividend companies to consider. Thank you.

Upvote 2

Read Answer Asked by David on April 30, 2024

• Lumine Group Inc. (LMN $35.89)
  • $35.89 P/E (TTM): 136.32X Cap: $9.31B
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Q: hi, just curious as to why LMN was not in your recent "10 CDN small cap companies..." report April 23, 2024?

Upvote 12

Read Answer Asked by chris on April 30, 2024

• Apple Inc. (AAPL $259.22)
  • $259.22 P/E (TTM): 39.87X Cap: $3.83T
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• Amazon.com Inc. (AMZN $219.78)
  • $219.78 P/E (TTM): 33.85X Cap: $2.32T
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• Meta Platforms Inc. (META $741.46)
  • $741.46 P/E (TTM): 26.61X Cap: $1.84T
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• Alphabet Inc. (GOOGL $253.33)
  • $253.33 P/E (TTM): 26.7X Cap: $3.04T
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• Microsoft Corporation (MSFT $521.61)
  • $521.61 P/E (TTM): 37.95X Cap: $3.86T
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• Netflix Inc. (NFLX $1,112.89)
  • $1,112.89 P/E (TTM): 52.89X Cap: $474.37B
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• NVIDIA Corporation (NVDA $180.99)
  • $180.99 P/E (TTM): 51.61X Cap: $4.38T
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• PayPal Holdings Inc. (PYPL $68.36)
  • $68.36 P/E (TTM): 15.03X Cap: $65.03B
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• Walgreens Boots Alliance Inc. (WBA)
  • Cap: $10.36B
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• Wynn Resorts Limited (WYNN $125.64)
  • $125.64 P/E (TTM): 34.91X Cap: $12.41B
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• The Boeing Company (BA $218.17)
  • $218.17 Cap: $163.77B
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• Bank of America Corporation (BAC $51.37)
  • $51.37 P/E (TTM): 15.11X Cap: $378.49B
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• BlackRock Inc. (BLK $1,121.73)
  • $1,121.73 P/E (TTM): 27.31X Cap: $174.93B
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• Carnival Corporation (CCL $29.56)
  • $29.56 P/E (TTM): 15.21X Cap: $40.68B
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• Salesforce Inc. (CRM $256.54)
  • $256.54 P/E (TTM): 38.29X Cap: $244.32B
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• Delta Air Lines Inc. (DAL $59.11)
  • $59.11 P/E (TTM): 8.78X Cap: $39.17B
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• The Walt Disney Company (DIS $112.95)
  • $112.95 P/E (TTM): 17.89X Cap: $203.31B
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• Goldman Sachs Group Inc. (The) (GS $746.92)
  • $746.92 P/E (TTM): 16.73X Cap: $225.40B
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• International Business Machines Corporation (IBM $276.61)
  • $276.61 P/E (TTM): 45.64X Cap: $267.82B
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• JPMorgan Chase & Co. (JPM $295.80)
  • $295.80 P/E (TTM): 15.24X Cap: $808.73B
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• Eli Lilly and Company (LLY $818.36)
  • $818.36 P/E (TTM): 52.26X Cap: $768.92B
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• Mastercard Incorporated (MA $573.24)
  • $573.24 P/E (TTM): 38.57X Cap: $516.51B
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• Morgan Stanley (MS $158.50)
  • $158.50 P/E (TTM): 18.01X Cap: $252.41B
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• Pfizer Inc. (PFE $24.61)
  • $24.61 P/E (TTM): 13.22X Cap: $140.54B
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• Royal Caribbean Cruises Ltd. (RCL $314.12)
  • $314.12 P/E (TTM): 23.31X Cap: $86.37B
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• Visa Inc. (V $345.22)
  • $345.22 P/E (TTM): 33.91X Cap: $669.97B
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• Wells Fargo & Company (WFC $84.67)
  • $84.67 P/E (TTM): 14.54X Cap: $268.70B
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• Exxon Mobil Corporation (XOM $115.45)
  • $115.45 P/E (TTM): 16.01X Cap: $489.03B
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• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $169.13)
  • $169.13 P/E (TTM): 22.17X Cap: $383.01B
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• Tencent Holdings Ltd. ADR (TCEHY $81.46)
  • $81.46 P/E (TTM): 29.41X Cap: $745.21B
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• Veeva Systems Inc. Class A (VEEV $288.86)
  • $288.86 P/E (TTM): 59.64X Cap: $47.52B
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• The Trade Desk Inc. (TTD $54.06)
  • $54.06 P/E (TTM): 64.96X Cap: $26.34B
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• JD.com Inc. (JD $33.01)
  • $33.01 P/E (TTM): 8.71X Cap: $47.17B
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• Roku Inc. (ROKU $96.93)
  • $96.93 Cap: $14.14B
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• DocuSign Inc. (DOCU $70.53)
  • $70.53 P/E (TTM): 54.47X Cap: $14.18B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $292.00)
  • $292.00 P/E (TTM): 40.48X Cap: $1.49T
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• Healthpeak Properties (DOC $18.56)
  • $18.56 P/E (TTM): 74.32X Cap: $12.93B
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• National Health Investors Inc. (NHI $75.27)
  • $75.27 P/E (TTM): 23.83X Cap: $3.57B
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• Zoom Communications Inc. (ZM $82.24)
  • $82.24 P/E (TTM): 22.06X Cap: $24.54B
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• CrowdStrike Holdings Inc. (CRWD $514.99)
  • $514.99 Cap: $125.50B
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• Unity Software Inc. (U $35.81)
  • $35.81 Cap: $14.89B
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Q: Hi 5i Team,

I'm trying to clean up my US Portfolio so that I'm at 20-25 equities total. Please advise which 20-25 companies you would keep for a 5-10+ hold with balance/diversification but also some growth in mind.

Upvote 9

Read Answer Asked by David on April 30, 2024

• Cintas Corporation (CTAS $194.41)
  • $194.41 P/E (TTM): 43.66X Cap: $77.77B
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• Axon Enterprise Inc. (AXON $708.87)
  • $708.87 P/E (TTM): 174.84X Cap: $55.03B
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• Casella Waste Systems Inc. (CWST $89.80)
  • $89.80 P/E (TTM): 484.56X Cap: $5.71B
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• Comfort Systems USA Inc. (FIX $808.93)
  • $808.93 P/E (TTM): 42.62X Cap: $27.89B
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• Vestis Corporation (VSTS $5.11)
  • $5.11 Cap: $634M
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Q: Can you name another stock that is as boring as this business that can match the return on investment? Do they have any competition?
Thanks Again

Upvote 5

Read Answer Asked by eugene on April 30, 2024

Q: I have purchased a Bitcoin TEF in the past as a trade. I made money and got out. I do not have the understanding/trust in crypto to consider making a longer term or large Investment. I am aware that there are crypto assets, trading platforms and miners. However the concept seems to be based entirely on a level of trust which I do not have. This question is not about FOMO. I do not have a burning desire to invest here but to understand. I am not asking for deep dive but what is your approach to investing in the crypto market? Thanks for your help.

Mike

Upvote 4

Read Answer Asked by Michael on April 30, 2024

• Propel Holdings Inc. (PRL $24.60)
  • $24.60 P/E (TTM): 11.56X Cap: $931M
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Q: When 5i wrote the report on PRL the share price was $15.65 ..... Today it is $23.60 . Which is a considerable rise since the report was written ...... Could 5i plug in the current share price into the section titled " Valuation " and calculate and reassess the same statements using the current share price ? ....... This will help me make a decision regarding a purchase at the current share price .... Thanks as always for your valuable analysis .....

Upvote 10

Read Answer Asked by Garth on April 30, 2024

• Redishred Capital Corp. (KUT $4.96)
  • $4.96 P/E (TTM): 35.43X Cap: $90M
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Q: Hi Peter, I was wondering what your thoughts are regarding Redishred's financials. Overall what do you think of the company?

Thank you

Upvote 3

Read Answer Asked by Frank on April 30, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $140.18)
  • $140.18 P/E (TTM): 20.68X Cap: $1.63B
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Q: With the “missed” earnings, if there was a sharp pullback tomorrow, at what price range would you be a buyer? Aggressive buyer? Would you wait a few days or weeks for it to settle before buying? Avg cost is $50 so I’m still nicely up but would like to add more to my position for a long term investment. Assuming you still the long term thesis on this story? Thanks!

Upvote 21

Read Answer Asked by Keith on April 30, 2024